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Disclosery

Clearstead Trust, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Trust, LLC on QQQ, newest first. How the timeline and the estimate are built.

Clearstead Trust, LLC held 163,527 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,527 shares
    Change vs previous 13F +11,666 shares

    15.74% of the 13F portfolio, value $120,421,003.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,861 shares
    Change vs previous 13F +7,223 shares

    14.29% of the 13F portfolio, value $87,651,278.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 144,638 shares
    Change vs previous 13F +1,395 shares

    13.99% of the 13F portfolio, value $88,852,489.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 143,243 shares
    Change vs previous 13F -1,493 shares

    14.69% of the 13F portfolio, value $85,998,548.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 144,736 shares
    Change vs previous 13F -1,151 shares

    15.11% of the 13F portfolio, value $79,842,325.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 145,887 shares
    Change vs previous 13F +5,745 shares

    15.23% of the 13F portfolio, value $68,409,465.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 140,142 shares
    Change vs previous 13F +204 shares

    15.48% of the 13F portfolio, value $71,644,633.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,938 shares
    Change vs previous 13F not available

    16.35% of the 13F portfolio, value $68,299,531.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).